Filed April 21, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $27,714 |
COHNREZNICK LLP3 years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $18,165 |
Filed as: ONEDIGITAL TOPCO LLC Service code 16 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Consulting | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,259 | $130,194+46.1% | $169,993+11.9% | $71,457+166.3% |
| Participation rate | 90.9% | 86.1%+4.8pp | 87.0%+3.9pp | 67.9%+23.0pp |
| Annual return | 15.46% | 20.37%-4.9pp | 53.37%-37.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,605 | $4,381-17.7% | $6,785-46.9% | $2,588+39.3% |
| Participant deferral / active EE | $6,568 | $6,923-5.1% | $10,408-36.9% | $4,289+53.1% |
| Admin fee / account holder | $205 | $966-78.8% | $12,815-98.4% | $1,587-87.1% |